Generac (GNRC) reports third-quarter results on Wednesday, October 28, before the market opens, its first earnings report since disclosing a backup power deal with Amazon's data centers, with deliveries in 2027 and 2028. Last quarter, adjusted EPS of $2.91 beat the $2.0118 consensus by 44.65%, while revenue of $1.17B was slightly below estimates, and about $71M in tariff refunds lifted gross margin to 44.5%. The data center backlog reached roughly $1.6 billion, excluding a second hyperscale customer. The article highlights three things to watch: how much of the Amazon commitment shows up in backlog, margins excluding tariff refunds, and capacity at the Sussex, Wisconsin plant. Q3 EPS estimates fell from $2.5588 to $2.4295 over 90 days, and shares, which closed at $186.95 on Friday, are up 37.07% year to date but down 6.27% over the past month.
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/23/2026 | 248.04 |
| Change that session | -0.93% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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